Financial advisor in
Wollerau

JM PARTNER AG

Since 2022 · 1–10 empl.·5.0(14)

JM PARTNER AG advises individuals and businesses on insurance and occupational and private pension provision. Its services include assessing risks and insurance needs, helping clients identify suitable coverage, and advising on company formation.

S&K Partners AG

Since 2004 · 1–10 empl.

S&K Partners AG provides fiduciary and financial services to businesses and private individuals. Its services include accounting, tax and insurance advice, investment and asset management, administrative support, and services related to the purchase, sale and management of real estate.

IN-XTRA Versicherungstreuhand GmbH

Since 2006 · 1–10 empl.

IN-XTRA Versicherungstreuhand GmbH is an independent insurance broker serving businesses and private individuals. It analyses and manages insurance portfolios and provides advice on insurance, pension planning, and financial, tax, and asset planning.

Performance AG

Since 2010 · 1–10 empl.

Performance AG provides independent advice on insurance, pensions and investments. Its services cover financial and wealth planning, investments, financing and mortgages.

Life Gate Consulting AG

Since 2016 · 1–10 empl.

SUNAGA GmbH

Since 2026 · 1–10 empl.

SUNAGA GmbH provides independent insurance and financial advice. Its services include guidance on health and property insurance, retirement planning and taxes, as well as support in identifying suitable solutions.

Global Wealth Management Consulting GmbH

Since 2019 · 1–10 empl.

Global Wealth Management Consulting GmbH advises wealthy families on wealth planning, succession and tax matters. Its services include designing and implementing solutions for family governance, family offices, real estate, private equity and luxury assets, as well as supporting banks and family offices with wealth and tax planning strategies for their clients.

AM Swiss Capital Invest GmbH

Since 2022 · 1–10 empl.

AM Swiss Capital Invest GmbH advises on real estate investments and supports clients with investment properties in international markets. Its services include property valuation, financing coordination, financial viability calculations, and support with renovation, rental and property management.

Magnora Capital AG

Since 2025 · 1–10 empl.

Magnora Capital AG is an independent wealth management firm offering investment management and investment advisory services. Its activities also include real estate and alternative investments, as well as strategic financial advice.

AF Advisory and Finance Ltd

Since 1997 · 1–10 empl.

The core activity of AF Advisory and Finance Ltd. is the provision of financial and management consulting services to leading companies and governments. The services include, among others: Turnaround Consulting, Financial Forecasting, International Business Opportunities, and Advisory on Bonds and Commodities. The company supports its clients in achieving critical financial, technological, and business objectives by bringing in experienced, dedicated professionals to deliver results.

Centus Corp. & Cie AG

Since 1994 · 1–10 empl.

Inergies Capital AG

Since 2001 · 1–10 empl.